AMD’s New Products: A Progress Report PART 2 OF 3
By Paige Tanner | Nov 30, 2017 6:22 pm EST
Mapping the success of AMD’s new productsAdvanced Micro Devices (AMD) launched a suite of processors ranging from desktop CPUs (central processing units) and GPUs (graphics processing units) to server CPUs in 2017. AMD’s Ryzen and Threadripper CPUs have been received well by consumers, especially by enthusiast and do-it-yourself consumers. Nearly 50% of PC CPUs sold by key retailers like Amazon.com (AMZN) and Newegg were Ryzen CPUs, and AMD’s strategy to deliver better value for the money played well in the success of Ryzen and Vega. AMD has made an entry into the high-end server CPU market, wherein Intel (INTC) held a monopolistic position. Customers welcomed the competition in this market, with Hewlett Packard Enterprise (HPE), Dell, Microsoft (MSFT), and Baidu (BIDU) all showing interest in AMD’s EPYC server CPUs. AMD has also made an entry into the AI (artificial intelligence) and machine learning market, wherein NVIDIA (NVDA) holds a monopolistic position. AMD’s Radeon Instinct brand has received interest from both Baidu and Amazon. Competitors gear up to fight backHowever, competitors won’t likely sit quietly, and some are already gearing up to give a tough fight to AMD with their next-generation products. Intel has launched its eighth-generation Coffee Lake processors, which beat AMD’s Ryzen in terms of performance and deliver better value for the money. Intel is competing with AMD in the PC processor market, though it has joined hands with AMD to develop mobile PC processors for gaming. The two companies’ combined mobile CPUs will likely launch in early 2018. Intel also plans to switch its CPUs to the 10 nm (nanometer) node by the end of 2018, which could widen the technology gap between Intel and AMD. NVIDIA is also gearing up for the launch of Volta GPU, which delivers a significant performance boost over its predecessor, Pascal. It has already launched Volta-based data center GPUs and plans to launch Volta-based gaming GPUs by mid-2018. AMD’s Vega is only competitive with NVIDIA’s year-old Pascal GPUs. AMD’s products have enjoyed strong success in 2017, but it remains to be seen how AMD’s products will fare in 2018, when rivals unleash their latest technologies. The competitive threat is visible in AMD’s stock, which has fallen 8.4% in the past three months. Read More How AMD's New Products Have Fared against Intel and NVIDIA : http://ift.tt/2iuWqRZ
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